The Transitions section in the Workflow Summary shows the transitions set up for the workflow. Transitions are displayed in a list, with each status on the left and every possible transition from each status on the right. For each transition, a Name and the New Status will be shown.

For example, in the screenshot below, two transitions can be made from the status New Applicant:

• Arranged Interview, which will change the status to Interview Arranged - Initial Interview.

• Disengaged, which will change the status to Disengaged.

Open

Viewing the Transition Diagram

For a clear view of how the workflow operates, select View Diagram to open the workflow diagram. This diagram shows each status in a blue box and each transition as a labelled arrow. 

Open

Adding a New Transition

To add a new transition, first locate the status in the list that you want the transition to be available from. Selecting Add Transition from underneath this status will open the Create Transition window.

Open

In this window, you can enter the Name for the transition and the To status, which will be the new status given to the record once the transition is completed. When you have entered these details, select Save to add it to the list. The new transition will now be available when updating the record's status.

Transition Actions

The following actions are available by selecting the … icon by a transition in the list:

• Summary – This will open the Transition Summary, where you can view and Validation or Actions set up for the transition.

• Edit Transition – This will open a window where you can edit the Name and To status for the transition. Once you have made your changes, select Save to confirm them or Cancel to discard them.

• Delete – This will delete the transition from the workflow. You will be prompted to confirm before the transition is deleted.